Jackson Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.46M | Sell |
15,419
-187,864
| -92% | -$53.7M | 2.63% | 8 |
|
|
2026
Q1 | $51.6M | Sell |
203,283
-1,915
| -0.9% | -$498K | 5.31% | 2 |
|
|
2025
Q4 | $55.8M | Buy |
205,198
+3,341
| +2% | +$897K | 5.43% | 4 |
|
|
2025
Q3 | $51.4M | Buy |
201,857
+2,120
| +1% | +$479K | 5.14% | 5 |
|
|
2025
Q2 | $41M | Sell |
199,737
-1,564
| -0.8% | -$316K | 4.46% | 5 |
|
|
2025
Q1 | $44.7M | Sell |
201,301
-1,000
| -0.5% | -$232K | 5.43% | 4 |
|
|
2024
Q4 | $50.7M | Buy |
202,301
+4,660
| +2% | +$1.1M | 5.74% | 4 |
|
|
2024
Q3 | $46M | Buy |
197,641
+87,887
| +80% | +$19.6M | 5.5% | 5 |
|
|
2024
Q2 | $23.1M | Sell |
109,754
-88,207
| -45% | -$16.4M | 4.96% | 4 |
|
|
2024
Q1 | $33.9M | Buy |
197,961
+4,798
| +2% | +$872K | 4.24% | 6 |
|
|
2023
Q4 | $37.2M | Buy |
193,163
+748
| +0.4% | +$138K | 4.9% | 5 |
|
|
2023
Q3 | $32.9M | Sell |
192,415
-1,342
| -0.7% | -$246K | 4.71% | 4 |
|
|
2023
Q2 | $37.6M | Buy |
+193,757
| New | +$33.8M | 5.52% | 3 |
|
|
2023
Q1 | – | Sell |
-210,678
| Closed | -$27.4M | – | 130 |
|
|
2022
Q4 | $27.4M | Sell |
210,678
-36,349
| -15% | -$5.19M | 10.06% | 2 |
|
|
2022
Q3 | $34.1M | Buy |
247,027
+155,676
| +170% | +$24.4M | 6.72% | 1 |
|
|
2022
Q2 | $12.5M | Sell |
91,351
-80,606
| -47% | -$12.2M | 5.79% | 4 |
|
|
2022
Q1 | $30M | Sell |
171,957
-4,230
| -2% | -$711K | 4.17% | 4 |
|
|
2021
Q4 | $31.3M | Buy |
176,187
+725
| +0.4% | +$115K | 3.96% | 3 |
|
|
2021
Q3 | $88K | Sell |
175,462
-67,700
| -28% | -$9.97M | 1.07% | 25 |
|
|
2021
Q2 | $33.3M | Buy |
243,162
+27,454
| +13% | +$3.56M | 4.21% | 4 |
|
|
2021
Q1 | $26.3M | Sell |
215,708
-23,302
| -10% | -$2.99M | 3.95% | 6 |
|
|
2020
Q4 | $31.7M | Sell |
239,010
-2,697
| -1% | -$324K | 4.32% | 6 |
|
|
2020
Q3 | $28M | Buy |
241,707
+11,631
| +5% | +$1.27M | 4.19% | 6 |
|
|
2020
Q2 | $21M | Buy |
230,076
+9,804
| +4% | +$760K | 3.73% | 6 |
|
|
2020
Q1 | $17.4M | Sell |
220,272
-27,340
| -11% | -$2.01M | 3.63% | 5 |
|
|
2019
Q4 | $19.7M | Buy |
247,612
+74,060
| +43% | +$4.76M | 3.27% | 5 |
|
|
2019
Q3 | $9.98M | Buy |
173,552
+14,212
| +9% | +$743K | 2.09% | 8 |
|
|
2019
Q2 | $8.13M | Buy |
159,340
+2,908
| +2% | +$142K | 1.77% | 12 |
|
|
2019
Q1 | $7.43M | Buy |
156,432
+5,300
| +4% | +$225K | 1.82% | 15 |
|
|
2018
Q4 | $5.37M | Sell |
151,132
-188,056
| -55% | -$9.12M | 1.61% | 15 |
|
|
2018
Q3 | $19.1M | Sell |
339,188
-212,892
| -39% | -$11.1M | 4.03% | 4 |
|
|
2018
Q2 | $26.9M | Buy |
552,080
+300,780
| +120% | +$13.6M | 6.26% | 2 |
|
|
2018
Q1 | $10.8M | Buy |
251,300
+31,576
| +14% | +$1.36M | 3.01% | 6 |
|
|
2017
Q4 | $9.58M | Buy |
219,724
+8,484
| +4% | +$355K | 2.43% | 9 |
|
|
2017
Q3 | $8.23M | Buy |
211,240
+43,000
| +26% | +$1.67M | 2.23% | 11 |
|
|
2017
Q2 | $6.31M | Buy |
168,240
+20,028
| +14% | +$740K | 2% | 11 |
|
|
2017
Q1 | $5.31M | Sell |
148,212
-6,936
| -4% | -$228K | 1.92% | 11 |
|
|
2016
Q4 | $4.65M | Sell |
155,148
-808
| -0.5% | -$22.9K | 1.82% | 11 |
|
|
2016
Q3 | $4.58M | Buy |
155,956
+12,612
| +9% | +$334K | 1.73% | 11 |
|
|
2016
Q2 | $3.43M | Buy |
143,344
+16,008
| +13% | +$398K | 1.27% | 16 |
|
|
2016
Q1 | $3.5M | Sell |
127,336
-412
| -0.3% | -$10.3K | 1.35% | 12 |
|
|
2015
Q4 | $3.19M | Buy |
127,748
+1,328
| +1% | +$38K | 1.26% | 17 |
|
|
2015
Q3 | $3.49M | Buy |
126,420
+96,876
| +328% | +$2.84M | 1.25% | 21 |
|
|
2015
Q2 | $920K | Sell |
29,544
-5,136
| -15% | -$164K | 0.31% | 82 |
|
|
2015
Q1 | $1.08M | Buy |
+34,680
| New | +$1.05M | 0.35% | 81 |
|
Other funds holding AAPL
Jackson Wealth Management's AAPL Position: Q2 2026 in Review
Jackson Wealth Management reduced its Apple (AAPL) stake by 92% in Q2 2026, selling an estimated $53.7M and leaving 15,419 shares worth $4.46M. The position accounts for 2.63% of the portfolio, ranked #8.
Jackson Wealth Management first reported a position in AAPL in Q1 2015 and has held it in 45 quarters since. The position peaked at $55.8M in Q4 2025. 6,093 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.
- Jackson Wealth Management held 15,419 shares of Apple worth $4.46M as of Q2 2026.
- Jackson Wealth Management sold 187,864 Apple shares in Q2 2026, an estimated $53.7M.
- Apple made up 2.63% of Jackson Wealth Management's portfolio in Q2 2026, its #8 holding.
- Jackson Wealth Management first reported a position in Apple in Q1 2015 and has held it in 45 quarters since.
- Jackson Wealth Management's Apple position peaked at $55.8M in Q4 2025.
- 6,093 funds tracked by Wall St. Rank held Apple as of Q2 2026.
Based on Jackson Wealth Management's 13F filing for Q2 2026, filed 20 Aug 2026.